PCTC

Perkins Coie Trust Company Portfolio holdings

AUM $532M
1-Year Est. Return 16.88%
This Quarter Est. Return
1 Year Est. Return
+16.88%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$215M
AUM Growth
+$13.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
307
New
Increased
Reduced
Closed

Top Buys

1 +$48.2K
2 +$21.2K
3 +$18.9K
4
CMCSA icon
Comcast
CMCSA
+$17.9K
5
CB icon
Chubb
CB
+$15.8K

Top Sells

1 +$414K
2 +$169K
3 +$128K
4
AAPL icon
Apple
AAPL
+$104K
5
COST icon
Costco
COST
+$102K

Sector Composition

1 Technology 15.61%
2 Financials 13.7%
3 Industrials 12.28%
4 Healthcare 12.09%
5 Communication Services 5.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
201
$31K 0.01%
385
202
$31K 0.01%
2,420
203
$30K 0.01%
703
204
$30K 0.01%
1,980
205
$29K 0.01%
338
206
$29K 0.01%
435
207
$29K 0.01%
400
208
$28K 0.01%
1,000
209
$27K 0.01%
800
210
$27K 0.01%
450
211
$26K 0.01%
294
212
$26K 0.01%
320
213
$26K 0.01%
972
214
$25K 0.01%
605
215
$24K 0.01%
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216
$24K 0.01%
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217
$24K 0.01%
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218
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219
$24K 0.01%
841
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220
$24K 0.01%
264
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$23K 0.01%
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222
$23K 0.01%
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223
$22K 0.01%
177
224
$21K 0.01%
300
225
$21K 0.01%
897